Stocks are rebounding today but still on track for their worst week in two years. Plus, our market guest likes gold at record highs, but he’s also starting to nibble on some equities amid the recent sell-off. And Apple is having its worst week in five years, but one analyst says the bears are wrong.

We’re less than 36 hours away from a potential government shutdown, and Senate Democrats seem to be uniting against the House bill. We have the latest from Capitol Hill. Plus, Intel is flirting with its best day since 2020 after hiring a permanent CEO, who Wall Street’s #1 analyst says can drive a turnaround. And DOGE’s cuts to the federal government are having a direct impact on defense and education companies. Our analyst has some names to avoid, and some to consider ahead of more potential layoffs.

CPI cooling for the first time since September, but JPMorgan sees a 40% chance of a recession this year due to U.S. policy. We’ll look at the rising recession risk and how to position. Plus, China is targeting Walmart over U.S. tariffs, but our retail analyst still sees plenty of opportunity in the space. And Robinhood’s chief brokerage officer joins us with their latest data and a look at how users are taking advantage of the recent market sell-off.

Trump’s new tariff threats are sending stocks lower, dashing hopes of a rebound from yesterday’s sell-off. Plus, our strategist is telling investors to seek safety in “defensive value.” And we’re live at CERAWeek in Houston for an exclusive interview with the Cheniere CEO.

The S&P and Nasdaq are back at their lowest level since September as recession fears ripple across Wall Street. We’re breaking down the latest economic data and looking at how to position ahead of more volatility. Plus, Canada’s next prime minister is not shying away from a trade war with the U.S. And we’re live at CERAWeek in Houston with NextEra’s CEO on the company’s outlook and how DC’s budget battle could impact the entire energy landscape.

Fed Chair Powell says the Fed is focused on separating the signal from the noise, but with so much uncertainty in the market, we’ll look at how to position in both stocks and bonds. Trump’s tariffs remain a major source of that investor uncertainty, with the president saying reciprocal tariffs could go into effect as early as today. And one portfolio manager says investors should keep the faith in the Mag 7’s fundamentals, despite the noise in the rest of the tech landscape.

Uncertainty about supply chains and higher costs are rattling C-suites around the world, as American companies continue to worry about growth. We’ll ask one CEO who’s uniquely positioned to look at both challenges. Plus, 6 of the Mag-7 stocks are down year-to-date, but Evercore just made one of them their new top pick in the Internet space. And we’ll look at the state of the semis trade as the SMH ETF breaks below a key technical level.

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President Trump’s tariffs on Canada, Mexico and China are going into effect today, rattling the markets. We’ll look at how to position and what it all means for consumers and the Fed’s path forward. 

Tariffs are set to be imposed on Mexico, Canada, and China, but our guest is concerned there doesn’t seem to be any rush for countries to find an off-ramp. Plus, Warren Buffett warns the economy and consumer could weaken, but our market guest is ready to buy any pullbacks and tells us where he sees the most opportunity. And tariffs should be a tailwind for this U.S. uranium producer, but there’s more to this story than trade. The CEO of Uranium Energy Corp. joins us with his outlook for America’s energy security.